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Sovran Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Sovran Advisors’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.02M Buy
28,309
+5,031
+22% +$548K 0.23% 119
2026
Q1 		$2.53M Buy
23,278
+3,746
+19% +$413K 0.2% 125
2025
Q4 		$2.17M Buy
19,532
+2,386
+14% +$265K 0.18% 129
2025
Q3 		$1.91M Sell
17,146
-5,955
-26% -$655K 0.17% 137
2025
Q2 		$2.5M Buy
23,101
+1,196
+5% +$128K 0.26% 103
2025
Q1 		$2.34M Buy
21,905
+5,250
+32% +$566K 0.3% 85
2024
Q4 		$1.75M Buy
+16,655
New +$1.82M 0.25% 103

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Sovran Advisors's LQD Position: Q2 2026 in Review

Sovran Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 22% in Q2 2026, buying an estimated $548K and bringing the position to 28,309 shares worth $3.02M. The position accounts for 0.23% of the portfolio, ranked #119.

Sovran Advisors first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Sovran Advisors held 28,309 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.02M as of Q2 2026.
  • Sovran Advisors bought 5,031 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $548K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.23% of Sovran Advisors's portfolio in Q2 2026, its #119 holding.
  • Sovran Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.